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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

404 hedge funds and large institutions have $3.05B invested in Schwab US Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 210 increasing their positions, 122 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+3
Holders Change %
+0.75%
% of All Funds
8.87%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
1.05%
New
32
Increased
210
Reduced
122
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$147M
2
Financial Engines Advisors
Financial Engines Advisors
California
$137M
3
Charles Schwab
Charles Schwab
California
$414M
4
OAJ
Ogorek Anthony Joseph
New York
$23.3M
5
Ameriprise
Ameriprise
Minnesota
$138M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
$43.1M
2
SFPM
Sensible Financial Planning & Management
Massachusetts
$59.1M
3
BWP
BSW Wealth Partners
Colorado
$652K
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$93.7M
5
AWA
Alaska Wealth Advisors
Alaska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
126
GeoWealth Management
Illinois
$2.67M +$2.67M +99,192 New
CW
127
CreativeOne Wealth
Kansas
$2.59M -$242K -9,000 -9%
BCI
128
Brinker Capital Investments
Pennsylvania
$2.55M +$130K +4,844 +5%
CWS
129
Cypress Wealth Services
California
$2.55M +$477K +17,722 +23%
KWM
130
Kingsview Wealth Management
Oregon
$2.54M +$122K +4,540 +5%
SDWMA
131
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.39M +$218K +8,106 +10%
SWM
132
SeaCrest Wealth Management
New York
$2.38M +$32.2K +1,194 +1%
RWM
133
Reston Wealth Management
Virginia
$2.38M +$801K +29,764 +51%
RFA
134
Reilly Financial Advisors
California
$2.37M +$74.2K +2,756 +3%
AL
135
Aspiriant LLC
California
$2.33M -$177K -6,556 -7%
A
136
AdvicePeriod
California
$2.31M +$36K +1,338 +2%
G
137
Gainplan
Michigan
$2.3M +$589K +21,872 +34%
CF
138
Corrigan Financial
Rhode Island
$2.3M +$85K +3,156 +4%
BIA
139
BHK Investment Advisors
Alabama
$2.26M -$18.9K -702 -0.8%
AIM
140
AMI Investment Management
Indiana
$2.24M -$52.5K -1,948 -2%
SC
141
Savant Capital
Illinois
$2.22M +$122K +4,540 +6%
GCA
142
Gradient Capital Advisors
California
$2.2M +$27.8K +1,032 +1%
GC
143
Garde Capital
Washington
$2.17M -$13.6K -504 -0.6%
RA
144
Rational Advisors
New York
$2.16M +$517K +19,204 +31%
WWM
145
WT Wealth Management
Arizona
$2.14M +$2.14M +79,576 New
CMP
146
Courage Miller Partners
Virginia
$2.04M -$399K -14,810 -16%
LFA
147
Landmark Financial Advisors
Kentucky
$1.99M +$1.88K +70 +0.1%
HFA
148
Huber Financial Advisors
Illinois
$1.98M -$320K -11,870 -14%
VDI
149
Vaughan David Investments
Illinois
$1.94M -$561K -20,840 -22%
CMBA
150
C.M. Bidwell & Associates
Hawaii
$1.82M +$1.27M +47,338 +236%
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